Ann: PFS Confirms LD as a Globally Significant SOP Project, page-5

AMN were talking about 250km.
Look at their +/-35% scoping study and decide whether their estimate for trench and ponds is likely to be accurate. Remember, their lower quality brine will call for much larger ponds.
Also worth considering how accurate their opex numbers are. RWD has gone from a scoping estimate of A$324 to A$394.

This PFS will give the analysts something to get their teeth into.

Considering KLL suggest they can build a 150ktpa operation for $220M, the numbers by RWD look realistic. Note that RWD have made the same assumptions re SOP price and exchange as KLL.

It's a far cry from the capital estimates made by Shaw's.

The comments made by GC about non-binding off takes and recent discussions was interesting. Definitely a change in direction wrt management.